25, LLC provides investment management and financial planning services. Investment management involves creating a portfolio based on your goals and risk tolerance. Financial planning includes evaluating your current and future financial situation, covering topics like retirement, taxes, and estate planning. Estate planning coordination is also offered through a third-party platform.
Assets Under Management$550M
Clients505
Advisors9
Avg. per Client$1.1M
Avg. per Advisor$61M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.90% |
Asset management fees for some types of investments such as alternative investments may be charged at up to 2.00% annual fee due to the complexity involved in advising these types of assets. The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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